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Focus Asset Management LLC

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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Matthew U

Series 66

New York, NY

Focus Asset Management LLC

Matthew Unger is a financial advisor at Focus Asset Management LLC in New York, NY, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and Bank of America, N.A. – Merrill Lynch. Focus Asset Management LLC provides portfolio management and financial planning services primarily to individual clients, with a distinctive emphasis on non-discretionary advisory relationships and equity-focused separately managed accounts. The firm offers educational seminars and referral services, managing approximately $13.3 million for a limited client base.

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